Connect Casebook and Cisco WebEx

Both apps 29Casebook 17Cisco WebEx 12

• Trigger
  New Case

  Triggers when a new case is created in Casebook.

• Trigger
  New Intake Report

  Triggers when a new intake report is created in Casebook.

• Trigger
  New Person

  Triggers when a new person is created in Casebook.

• Action
  Add a Person to a Case

  Adds a person to a Casebook case.

• Action
  Create a Case

  Creates a new case in Casebook with a name, description and case type.

• Action
  Create an Intake Report

  Creates a new intake report in Casebook with a name, narrative and report type.

• Action
  Create a Note

  Creates a note in Casebook, optionally attached to a person, case or other record.

• Action
  Create a Person

  Creates a new person in Casebook with their name and basic demographics.

• Action
  Create a Provider

  Creates a new provider in Casebook with a name and contact details.

• Action
  Delete a Person

  Deletes a person in Casebook. The record is hidden from view, not permanently purged.

• Action
  Find People

  Finds Casebook people by first name, last name or date of birth and returns the first match.

• Action
  Get a Case

  Returns one Casebook case by ID, including its name and description.

• Action
  Get an Intake Report

  Returns one Casebook intake report by ID, including its name, narrative and when it was reported.

• Action
  Get a Person

  Returns one Casebook person by ID, including name, date of birth and other demographics.

• Action
  Get a Provider

  Returns one Casebook provider by ID, including its name, email and phone number.

• Action
  Update a Case

  Updates a Casebook case's name, description or goals. Only the fields you fill in are changed.

• Action
  Update a Person

  Updates a Casebook person's name or demographics. Only the fields you fill in are changed.

• Trigger
  New meeting

  Fires when a meeting is created. Webhook resource=meetings event=created

• Trigger
  New message

  Fires when a message is created in a space.

• Action
  Add meeting

  Schedules a new Webex meeting (or webinar / personal room meeting) and returns the created meeting.

• Action
  Add message

  Posts a plain-text or Markdown message, optionally with one file or one card, to a Webex space or directly to a person.

• Action
  Add room

  Creates a Webex space (room). The connected user is automatically added as a member.

• Action
  Delete meeting

  Deletes a scheduled meeting or an entire meeting series. A deleted meeting cannot be recovered.

• Action
  Find people by criteria

  Returns up to 100 people in the Webex organization that match the specified email, name, IDs, roles or location.

• Action
  Get meeting

  Retrieves the details of a Webex meeting series, scheduled meeting or meeting instance by its id.

• Action
  Get membership

  Returns one space membership: who the member is, which space, and whether they moderate it.

• Action
  List messages

  Lists the messages in a Webex space, newest first. Optionally narrow to replies in one thread, messages mentioning you, or messages sent before a date or message.

• Action
  List rooms

  List the Webex spaces (rooms) the connected user belongs to, optionally filtered by team or type.

• Action
  Update meeting

  Updates a meeting series or a single scheduled meeting in Webex. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.